CIA

CSat Investment Advisory Portfolio holdings

AUM $119M
1-Year Est. Return 61.18%
This Quarter Est. Return
1 Year Est. Return
+61.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
-$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.2M
3
+$1.09M
4
FDX icon
FedEx
FDX
+$1.07M
5
BBBY
Bed Bath & Beyond
BBBY
+$1.05M

Top Sells

1
+$8.39M
2
+$4.85M
3
+$2.02M
4
INFY icon
Infosys
INFY
+$1.74M
5
WIT icon
Wipro
WIT
+$1.44M

Sector Composition

1 Technology 37.56%
2 Financials 16.2%
3 Consumer Discretionary 15.38%
4 Communication Services 12.35%
5 Industrials 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.72M 0.98%
10,415
-975
27
$1.61M 0.91%
33,001
-3,119
28
$1.59M 0.91%
25,535
+2,401
29
$1.56M 0.89%
15,274
+1,649
30
$1.5M 0.86%
13,332
-195
31
$1.43M 0.81%
38,240
+35,250
32
$1.4M 0.8%
4,139
+17
33
$1.38M 0.78%
9,150
+206
34
$1.38M 0.78%
29,766
+2,642
35
$1.36M 0.77%
95,914
-15,275
36
$1.27M 0.72%
201,134
-19,090
37
$1.22M 0.7%
46,889
-4,440
38
$1.21M 0.69%
9,295
+9,211
39
$1.17M 0.67%
4,860
+4,427
40
$1.14M 0.65%
62,202
+14,900
41
$1.14M 0.65%
10,168
+697
42
$1.09M 0.62%
7,294
-630
43
$1.09M 0.62%
11,617
+11
44
$1.09M 0.62%
+20,726
45
$1.02M 0.58%
21,634
-1,928
46
$1.01M 0.58%
14,092
-1,332
47
$1.01M 0.57%
9,474
-803
48
$985K 0.56%
14,040
+691
49
$982K 0.56%
12,153
+2,089
50
$977K 0.56%
39,906
+12,055
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